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Point Digital Finance, Inc.

Point Digital Finance, Inc. is a financial services company focused on providing innovative solutions and services in the digital finance sector. The company has a range of job openings, indicating growth and a diverse team across various roles in management, sales, and marketing.

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Jobs at this company:

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🔥 Account Manager
Posted 2024-10-16

đź“Ť Chicago, Austin, Denver, Boston, Washington DC, San Diego, All other US metro areas

🧭 Full-Time

đź’¸ $43,400 - $62,100 per year

🔍 Financial Services, Home Equity

  • Minimum 1 year of phone sales experience in financial services or related fields.
  • Minimum 1 year of customer service experience in financial services or related fields.
  • Experience managing a pipeline of customers.
  • MLO license preferred but not required.
  • Bachelor’s degree in Finance, Business, or related field preferred but not required.
  • Moderate to strong computer skills.
  • G-Suite (Gmail, Google Calendar, etc.).
  • CRM experience (i.e., Salesforce) is preferred but not required.
  • Familiarity with the US real estate and/or mortgage processing is preferred but not required.
  • Highly motivated self-starter.
  • Detail oriented.
  • Excellent communicator.
  • Problem Solver.
  • Adaptable.
  • Collaborative.

  • Complete pre-scheduled consultative sales calls with homeowners to understand their financial needs, assess their suitability for a Home Equity Investment, and educate them on its key details.
  • Proactively reach out to leads to complete consultative sales calls.
  • Proactively reach out to homeowners to ensure acceptance of their initial estimate and final offer.
  • Reach out to homeowners to provide pricing/product-related updates.
  • Respond to homeowners’ pricing/product-related questions or concerns in a timely manner.
  • Direct homeowners to the assigned production team member (Processor or Closer) for the appropriate assistance.
  • Prepare applications for initial underwriting review by verifying initial application documents and ensuring initial follow-up requests are resolved.
  • Ensure homeowners have scheduled and completed their financial counseling sessions and appraisals.
  • Maintain detailed notes of homeowner interactions.
  • Stay up to date with company policies, industry regulations, and legal requirements.
  • Attend department meetings, sales meetings, 1:1's, and company all-hands.
  • Complete assigned trainings.
  • Perform ad hoc sales tasks as they arise.

Communication SkillsAnalytical SkillsCollaborationCompliance

Posted 2024-10-16
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🔥 Senior Manager, Growth Marketing
Posted 2024-10-16

đź“Ť San Francisco Bay Area, New York, Los Angeles, Seattle, Chicago, Austin, Denver, Boston, Washington DC, San Diego, All other US metro areas

🧭 Full-Time

đź’¸ $130,100 - $176,000 per year, $110,500 - $149,500 per year, $103,700 - $140,300 per year

🔍 Consumer finance

  • 7+ years of relevant work experience.
  • 5+ years of hands-on experience managing digital marketing campaigns.
  • Bachelor’s degree (Master’s degree is a plus).
  • Hands-on experience managing digital marketing campaigns, particularly Paid Search (SEM), Paid Social, and Online Video.
  • Expertise in tools such as Google Ads, Facebook Ads Manager, and other platform-specific tools.
  • Ability to configure campaigns and use analytics platforms like Google Analytics.
  • Experience in lifecycle marketing, engaging current customers to drive repeat usage, upselling, or cross-selling additional products or services.
  • Highly analytical and data-driven, with a proven track record of using data to drive marketing decisions and optimizations.
  • A balance of strong creative intuition and strategic thinking.
  • Excellent communication and interpersonal skills, with the ability to present insights and recommendations to senior stakeholders.
  • Proven success in hitting aggressive growth targets, managing large budgets, and driving meaningful business outcomes.

  • Manage the day-to-day execution of growth marketing campaigns across Paid Search (SEM), Paid Social, Online Video, and other relevant channels.
  • Continuously test, analyze, and optimize campaign performance to improve key performance indicators (KPIs) such as customer acquisition cost (CAC), conversion rates, and lifetime value (LTV).
  • Work with the Head of Growth Marketing to develop, implement, and iterate on strategies that scale acquisition efforts while maximizing efficiency.
  • Use analytics tools to derive insights from campaign performance and provide regular reporting on results.
  • Manage lifecycle marketing efforts to engage existing customers, educate them on relevant topics, and drive desired conversion action.
  • Partner with product, sales, and creative teams to ensure alignment on messaging, targeting, and overall marketing strategy.
  • Run experiments on new creative, targeting strategies, and bid optimization to continuously enhance campaign performance and identify new growth opportunities.
  • Assist with budget allocation across channels, ensuring that each dollar spent delivers maximum impact while staying within ROI constraints.

LeadershipData AnalysisGoogle AnalyticsCross-functional Team LeadershipStrategyData analysisGoCommunication SkillsAnalytical SkillsCollaboration

Posted 2024-10-16
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🔥 Sr Manager, Revenue Operations
Posted 2024-10-15

đź“Ť United States

🧭 Full-Time

đź’¸ $139,300 - $188,500 per year

🔍 Financial services

  • Several years of experience working on strategic problems, particularly those focused on revenue-generating functions.
  • Experience at a top-tier management consulting firm and/or a high-growth tech company in a revenue operations, sales strategy, business operations, or similar role.
  • Strong problem-solver and strategic thinker, leveraging data, research, and cross-functional collaboration.
  • Highly analytical and data-driven with skills in building models, writing SQL queries, and creating dashboards.
  • Proven track record of optimizing sales processes to enable efficient growth.
  • Experience with CRMs (e.g., Salesforce) and sales enablement technologies (e.g., HubSpot, Chorus, Talkdesk).
  • Exceptional collaboration and communication skills, able to influence across all organizational levels.
  • Strong ownership mentality, results-oriented, known for getting things done.
  • Bachelor’s degree in a relevant field, MBA preferred.

  • Lead efforts to define KPIs, create dashboards, and measure the performance of the sales and customer experience teams.
  • Analyze revenue data to identify trends, opportunities, and areas for improvement.
  • Streamline processes across departments, ensuring processes are documented, repeatable, and scalable.
  • Evaluate, propose, implement, and oversee 3rd party sales enablement and automation technologies.
  • Work closely with sales, marketing, and product teams to align efforts and drive cohesive go-to-market strategies.
  • Conduct competitive analysis and market research to inform strategic planning and identify growth opportunities.
  • Own one-off strategic projects aimed at optimizing revenue functions and driving growth.

SQLSalesforceStrategyBusiness OperationsCollaborationProblem Solving

Posted 2024-10-15
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